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Featured Business Financial Advisor in Plymouth, MA
Plymouth Financial Advisors
Charles Carroll Financial Partners
374 Court Street
Plymouth, MA 02460
“Fee-Only because it matters to you”
Advisor Profile
Carroll Wm. Hayes, CFP
Name:  Carroll Wm. Hayes, CFP

About Charles Carroll Financial Partners

Charles Carroll Financial Partners is an independent financial
planning and investment advisory firm serving clients
throughout the U.S. from our offices in Boston, Massachusetts
and Washington, D.C.
As an independent fee-only financial advisory we assist
clients in meeting their individual and business financial
goals. We are committed to providing clear and tailored
services to meet the specific needs of our clients.
As investment fiduciaries, we embrace being held to a higher
investment standard and acting in the best interests of our
clients.
Without the help of a knowledgeable advisory firm, many people
struggle to stay on top of their investments, achieve their
retirement goals, and mitigate risk.
Charles Carroll Financial Partners has the expertise to
simplify these matters and help maximize financial
opportunities. Our member CFP accreditation is a further sign
of the firm's commitment to providing responsible, value-added
financial service.
 

General Information

CRD#:    2093305
Firm CRD#:    147960
Name of Custodial Firm:    Charles Schwab, Vanguard
States Licensed in:    MA, VA,
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    2
Work Experience:    Our firm is built on 20 years of managing money
for clients with our proprietary model that
uses
individual securities, individual bonds, and
ETFs.
Bill's experience in the money management arena
has been fostered by positions at Merrill
Lynch,Fisher Investments, and most recently
Fidelity Investments. These positions have all
been customer relationship based with emphasis
in
understanding and meeting the financial needs
of
his clients.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Stocks, Alternative Investments, Bonds
I can meet clients in the following ways:    Via email, Via phone, At your home, Video Conference, At my office, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Clients:    50
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    50
Assets Managed by Firm:    $75,000,000+
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $200,000
Compensation Methods:    Hourly, Flat Fee
Hourly Rate:    200.00
Minimum Fee Charged for Managed Accounts:    2500
 
 
 
Prepared By: Carroll Wm. Hayes, CFP

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